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Portfolio (Quarterly) Guide ↗

Revisor Wealth Management LLC

· CIK 0001887409
13F Portfolio $362M AUM 327 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 125 Added 116 Reduced 33 Exited
Page 11 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AOS SMITH A O CORP Industrials 6,130.0 $404K 0.11% -417.0 -6.4% $65.93 -14.0%
202 RISN NORTHERN LTS FD TR IV 14,006.0 $403K 0.11% NEW $28.76 +2.2%
203 O REALTY INCOME CORP Real Estate 6,540.0 $402K 0.11% -255.0 -3.8% $61.43 -0.5%
204 MRK MERCK & CO INC Healthcare 3,319.0 $401K 0.11% +58.0 +1.8% $120.94 -7.9%
205 SDY SPDR SERIES TRUST 2,740.0 $400K 0.11% $145.92 +1.3%
206 IMCG ISHARES TR 5,067.0 $399K 0.11% +606.0 +13.6% $78.77 +12.5%
207 NOC NORTHROP GRUMMAN CORP Industrials 584.0 $399K 0.11% -3.0 -0.5% $682.52 -20.8%
208 DIA STATE STR SPDR DOW JONES IND Financial Services 856.0 $397K 0.11% -50.0 -5.5% $463.93 +7.1%
209 SPGI S&P GLOBAL INC Financial Services 920.0 $394K 0.11% +69.0 +8.1% $427.80 -5.8%
210 PZA INVESCO EXCH TRADED FD TR II 16,932.0 $389K 0.11% $22.98 -0.1%
211 NDSN NORDSON CORP Industrials 1,459.0 $386K 0.11% -1K -42.7% $264.67 +3.9%
212 AGGH SIMPLIFY EXCHANGE TRADED FUN 18,968.0 $386K 0.11% $20.35 -1.0%
213 ANRO ALTO NEUROSCIENCE INC Healthcare 17,130.0 $385K 0.11% NEW $22.48 -3.0%
214 PGR PROGRESSIVE CORP Financial Services 1,902.0 $377K 0.10% $198.24 +0.8%
215 EXPD EXPEDITORS INTL WASH INC Industrials 2,645.0 $377K 0.10% -83.0 -3.0% $142.40 +9.2%
216 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,291.0 $374K 0.10% -305.0 -11.8% $163.18 +4.0%
217 BRO BROWN & BROWN INC Financial Services 5,528.0 $371K 0.10% +764.0 +16.0% $67.08 -12.5%
218 NEM NEWMONT CORP Basic Materials 3,406.0 $369K 0.10% +1K +64.9% $108.25 +0.7%
219 MMM 3M CO Industrials 2,495.0 $362K 0.10% -16.0 -0.6% $145.19 +0.7%
220 MTBA SIMPLIFY EXCHANGE TRADED FUN 7,316.0 $362K 0.10% +1K +25.1% $49.46 -1.0%
Page 11 of 17  ·  327 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.1%
Financial Services 17.1%
Consumer Cyclical 12.4%
Industrials 8.6%
Communication Services 8.5%
Healthcare 8.3%
Consumer Defensive 7.3%
Basic Materials 4.6%
Energy 4.0%
Utilities 3.0%